Orient Cement Ltd (NSE:ORIENTCEM)

Q1 2027 Orient Cement Ltd Earnings Call Transcript

Jul 28, 2026 / 11:00 AM GMT

Release Date Price: ₹134.73 (-1.01%)

Transcript

Key Points

Positve

Improved EBITDA margin by 331 basis points to 16.7% and EBITDA per ton of Rs 931.
Net operating costs reduced by Rs 206 per metric ton sequentially to Rs 4,241.
Trade sales share improved from 74% to 78%, with premium products comprising 34% of trade sales.
Green power capacity increased to 973 MW, reducing power cost from Rs 5.9 to Rs 4.9 per KWH.
Capacity expansion on track with 10.2 million tons added, targeting 119 million tons by year-end.

Negative

Overall volumes declined 7% year-on-year due to a strategic reduction in low-margin non-trade sales.
Net sales realization (NSP) growth was among the lowest in the industry, impacted by accounting treatments and market disruptions.
Temporary suspension of manufacturing at some plants (approx. 3.5 million tons capacity) for optimization.
Geopolitical tensions in West Asia led to higher imported fuel prices and elevated freight costs.
RMC segment EBITDA margin fell sharply to 7% from 14-15% in prior quarters due to raw material pricing and accounting factors.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ORCE.NS - Orient Cement Ltd
Q1 2027 Orient Cement Ltd Earnings Call
Jul 28, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Chairmen, Good day and welcome to the Ambuja Simmons Limited Q1 FY27 Earnings Conference Call hosted by Nomura.

As a reminder, all participant lines will remain in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal the operator by pressing then 0 on your touch tone telephone.

Please note that this conference is being recorded.

I will now hand the conference over to Mr. Jashandeep Chetta from Nomura for opening remarks.

Thank you, and over to you.

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Unidentified_2

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